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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,258 | $81,331+9.7% | $155,534-42.6% | $80,935+10.3% |
| Participation rate | 64.1% | 66.3%-2.2pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 9.76% | 33.37%-23.6pp | 64.92%-55.2pp | 35.66%-25.9pp |
| Employer contribution / active EE | $35 | $3,105-98.9% | $4,675-99.3% | $2,757-98.7% |
| Participant deferral / active EE | $1,437 | $3,454-58.4% | $5,630-74.5% | $4,299-66.6% |
| Admin fee / account holder | $574 | $7,999-92.8% | $15,900-96.4% | $6,924-91.7% |